Keep your finances organized, accurate, and stress-free

We provide reliable and affordable bookkeeping services to help small businesses, freelancers, and self-employed individuals stay on top of their financial records.

Services include:

.Transaction Categorization: Track income and expenses accurately.

Bank & Credit Card Reconciliation: Ensure your records match your statements.

Monthly Financial Reports: Get clear Profit & Loss and Balance Sheet reports.

Invoice Tracking: Monitor payments owed and received.

Expense Tracking: Organize receipts and deductible expenses.

Catch-Up Bookkeeping: Behind on your books? We’ll get you caught up fast.

Tax Prep Support: Year-end reports ready for easy tax filing.

Price: $200-$500/month

We specialize in accurate and efficient tax preparation for individuals. Our expert understanding helps maximize refunds and minimize liabilities, ensuring compliance with all tax laws.

Services include:

Personal Tax Filing: Maximize your refund and stay compliant with federal and state taxes.

W-2 & 1099 Income Reporting: Whether you're a full-time employee or working side gigs, we can help accurately report all your income and avoid common mistakes.

Basic Self-Employment Filing: If you're self-employed or have side income, we’ll guide you through Schedule C preparation and make sure your business income and expenses are clearly reported.

Simple Investment Income: We help with basic reporting of interest, dividends, and small investment activity, such as 1099-INT or 1099-DIV.

Prices starting at $100

A structured approach to building financial confidence and momentum.

Designed for individuals who are ready to take charge of their finances but don’t need the full scope of the top-tier package. This package provides personalized guidance, regular coaching, and the tools you need to make steady progress toward your financial goals.

What’s Included:
✔️ Comprehensive financial assessment to understand your starting point
✔️ Custom budgeting plan tailored to your needs
✔️ Debt payoff strategy to help you eliminate debt efficiently
✔️ 2 one-on-one coaching sessions each month (45 minutes)

Ideal for: Those who want to stay on track with their finances, get clarity on their budget, and make real progress without the need for weekly check-ins or extensive support.

Price: $275/month

The most comprehensive financial coaching experience to help you take full control of your finances and build lasting confidence with money.

This all-in-one package combines personalized strategy, expert guidance, and ongoing accountability to eliminate debt, master your budget, grow your savings, and plan for the future—with clarity and ease.

What’s Included:

✔️ In-depth financial assessment to understand your current situation
✔️ Custom budgeting + debt payoff plan tailored to your goals
✔️ Savings + wealth-building strategy for a secure future
✔️ Up to 4 one-on-one coaching sessions each month (45–60 minutes)
✔️ Tools, templates, and resources to keep you on track
✔️ Email support between sessions for quick questions and guidance
✔️ 24/7 access to financial resources and support via email for ongoing questions or advice

Whether you're starting from scratch or looking to level up, this package offers the guidance, accountability, and confidence you need to master your money—once and for all.

Price: $450/month